Resources
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Open Enrollment Season: Making the Most of Your Benefits
Open enrollment is an opportunity to take a fresh look at your workplace benefits and consider whether your elections still align with your needs and financial goals. While it may be tempting to simply carry over last year’s choices, changes to your health, family, finances and risk comfort can all impact how you choose your…
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More Than Money: The Power of Purposeful Decisions
Our September Signature Women conversation focused on how women can harness their financial influence to create lasting change. Attendees heard from Haleh Moddasser, HTSW Wealth Advisor and Managing Director, and Kristin Reynolds, Partner and Practice Group Director at NEPC, who shared their perspectives on leadership, philanthropy, and the growing role women play in shaping outcomes…
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Best-in-State Next-Gen Wealth Advisors List 2026 Features Six Hightower Signature Wealth Advisors
Hightower Signature Wealth is proud to recognize our six advisors who have been named to the 2026 Best-in-State Next-Gen Wealth Advisors list from Forbes and SHOOK: Matt Parenti – Chicago, IL Colleen Dwyer – Chicago, IL Delaney Orozco – Chicago, IL Alex Hoveln – Downers Grove, IL Lindsay Brock – Greensboro, NC Zach Ungerott…
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In the News: Shannon Stevens Discusses Why Turning 18 Is an Important Legal Milestone in Reuters
Shannon Stevens, Estate Attorney and Managing Director at Hightower Signature Wealth, was recently interviewed by Reuters about an important milestone that many families overlook: a child turning 18. While turning 18 is often associated with greater independence, Shannon explained that it also brings significant legal changes. Once someone reaches adulthood, parents generally no longer have…
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“How Asset Titles and Beneficiaries Save Your Heirs from Costly Probate” featuring Shannon Stevens
In a recent USA TODAY article, Shannon Stevens, Managing Director at Hightower Signature Wealth, highlighted one of the most commonly overlooked aspects of estate planning: how assets are titled and how beneficiaries are designated. “Titling is the number one thing missed in trying to make sure an estate plan is distributed in the way people…
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“Losing a Spouse is Hard Enough, But U.S. Tax Laws Add Salt to the Wound” featuring Shannon Stevens
Losing a spouse is emotionally overwhelming, and for many widows and widowers, tax concerns come as an unexpected second shock. Even when household income declines, taxes can increase due to what’s commonly known as the widow’s penalty. This happens when a surviving spouse shifts from filing jointly to filing as a single taxpayer. Standard deductions…
